Description
The Asset Management Analyst is responsible for analysis, review, and reporting of properties as applicable on a daily, monthly, quarterly and annual basis for Asset Management. Responsible for the timely and accurate preparation of models, proformas, and other reports needed for maximizing the value of the portfolio and monthly, quarterly and annual reporting packages.
The pay range for this position is based upon factors including but not limited to related experience and time in the industry.
Essential Functions
ANALYSIS
- Prepare and analyze periodic updates to financial tracking models and proformas including validation by analysis and communication with Asset Managers to ensure the completeness and accuracy of all updates.
- Summarize and communicate with Asset Managers the results of the analysis and identify key areas of concern, where applicable.
- Scrub operational data for accuracy and analyze data to prepare trend analyses.
INFORMATION EXTRACTION
- Extract information directly from accounting system and act as the liaison between Asset Management and Fund Accounting to ensure accuracy.
- Source industry, market and forecast data.
REPORTING
- Generate reports to analyze monthly, quarterly, and annual results.
- Analyze and investigate variances.
- Maintain reporting workbooks and provide appropriate filings, documentation and reports for lenders, tax credit partners, housing finance agencies, etc.
PROCESS IMPROVEMENT
- Seek to streamline and modernize analytical process.
- Take initiative to recommend revenue boosting or cost saving measures across the portfolio.
ASSISTANCE
- Assist in sale and re-fi analyses and related transactions.
- Assists Asset Manager with partnership responsibilities.
BUSINESS PLANS
- Develop, maintain, and assist with preparation of business plan proformas.
VALUATION
- Assist with valuation.
- Provide timely and detailed responses to Portfolio Management during quarterly valuation process, and as needed.
Requirements:
- Bachelor’s Degree in Finance, Business, Real Estate or other related discipline required.
- Master’s Degree in Finance, Business or Real Estate a plus.
- CPA or CFA a plus.
- 1-3 years of experience with overall financial review, reporting and modeling of an assigned portfolio of residential properties or projects.
- Advanced computer skills and proficiency with Microsoft Suite applications, especially Excel required.
- Advanced analytical skills required.
- Advanced verbal and written communication skills required.
- Self-starter, takes initiative, able to multi-task in busy environment required.
- Excellent time management
- Ability to travel up to 10% of the time.
Rose Companies Benefits:
At Rose Companies our goal is to provide an affordable and comprehensive benefits package that provides security for you and your family and supports your overall wellbeing. Benefits offered include, but are not limited to: Medical, Dental, Vision, Flexible Spending Accounts, Life, Short-Term Disability, Long-Term Disability, 401K with company match, competitive paid time off policy, paid holidays, parental bonding leave and educational assistance.
Rose Companies is committed in policy and practice to providing equal employment opportunities for all applicants and employees, based upon their training, experience, and overall qualifications. Consistent with this commitment, discrimination against an applicant or employee based upon the individual’s race, color, creed, religion, sex, gender, age, national origin, ancestry, citizenship status, marital or familial status, sexual orientation, gender identity, gender expression, disability, military status, protected veteran status, genetic information, or any other condition or characteristic protected by law is strictly prohibited.